iShares Russell 1000 Value Index shares owned by Stacey Braun Associates
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Stacey Braun Associates
from 13F filings
Historical chart of Stacey Braun Associates investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Stacey Braun Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $273k | 1.7k | 165.25 |
| 2023-09-30 | $234k | 1.5k | 151.75 |
| 2023-06-30 | $243k | 1.5k | 157.83 |
| 2023-03-31 | $476k | 3.1k | 152.26 |
| 2022-12-31 | $250k | 1.6k | 151.65 |
| 2022-06-30 | $213k | 1.5k | 145.29 |
| 2022-03-31 | $263k | 1.6k | 166.14 |
| 2021-12-31 | $276k | 1.6k | 167.78 |
| 2021-09-30 | $255k | 1.6k | 156.73 |
| 2021-06-30 | $297k | 1.9k | 158.82 |
| 2021-03-31 | $268k | 1.8k | 151.41 |
| 2020-12-31 | $242k | 1.8k | 136.72 |
| 2020-09-30 | $209k | 1.8k | 118.08 |
| 2020-06-30 | $201k | 1.8k | 112.61 |
| 2019-12-31 | $387k | 2.8k | 136.65 |
| 2019-09-30 | $363k | 2.8k | 128.18 |
| 2019-06-30 | $362k | 2.8k | 127.06 |
| 2019-03-31 | $349k | 2.8k | 123.32 |
| 2018-12-31 | $314k | 2.8k | 110.95 |
| 2018-09-30 | $372k | 2.9k | 126.70 |
| 2018-06-30 | $360k | 3.0k | 121.46 |
| 2018-03-31 | $359k | 3.0k | 120.11 |
| 2017-12-31 | $406k | 3.3k | 124.43 |
| 2017-09-30 | $378k | 3.2k | 118.57 |
| 2017-06-30 | $372k | 3.2k | 116.32 |
| 2017-03-31 | $402k | 3.5k | 115.02 |
| 2016-12-31 | $397k | 3.5k | 112.15 |
| 2016-09-30 | $373k | 3.5k | 105.52 |
| 2016-06-30 | $423k | 4.1k | 103.30 |
| 2016-03-31 | $414k | 4.2k | 98.92 |
| 2015-12-31 | $380k | 3.9k | 97.94 |
| 2015-09-30 | $348k | 3.7k | 93.17 |
| 2015-06-30 | $704k | 6.8k | 103.17 |
| 2015-03-31 | $642k | 6.2k | 103.07 |
| 2014-12-31 | $680k | 6.5k | 104.36 |
| 2014-09-30 | $688k | 6.9k | 100.13 |
| 2014-06-30 | $675k | 6.7k | 101.34 |
| 2014-03-31 | $671k | 7.0k | 96.53 |
| 2013-12-31 | $737k | 7.8k | 94.23 |
| 2013-09-30 | $672k | 7.8k | 86.25 |
| 2013-06-30 | $663k | 7.9k | 83.79 |
| 2013-03-31 | $423 | 5.2k | 0.08 |
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